Filed October 18, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $7,440 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,135 | $95,880-90.5% | $107,525-91.5% | $85,563-89.3% |
| Participation rate | 92.5% | 70.1%+22.4pp | 75.1%+17.4pp | 66.0%+26.5pp |
| Annual return | 19.14% | 68.06%-48.9pp | 181.32%-162.2pp | 31.51%-12.4pp |
| Employer contribution / active EE | $2,845 | $3,812-25.4% | $3,754-24.2% | $2,654+7.2% |
| Participant deferral / active EE | $1,530 | $4,201-63.6% | $5,116-70.1% | $4,375-65.0% |
| Admin fee / account holder | $17 | $1,025-98.3% | $8,919-99.8% | $834-97.9% |